CSM Practice - The Customer Success Podcast cover image

The Customer ONBOARDING Maturity Model

CSM Practice - The Customer Success Podcast

00:00

How to Automate Your Onboarding Process

CSM practice sends out a status update report of all the client tasks that are due, which ones are late. You can completely automate this entire thing. Project managers and your customer success managers who are responsible for onboarding and implementations can be busy doing something much more important.

Play episode from 06:54
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app